🎯 2025’s Top Investment: German Equities

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Today’s top 5 charts are here to challenge your perspective 👇️

1) German equities are the top-performing global asset in 2025: Pretty remarkable. European equities have, in general, done well along with China and UK. Mag7 has dragged down the Nasdaq while Bitcoin too, has returned -8.3% since start of the year.

Data till March 1st, 25

2) S&P 500 earnings roundup: 63% of S&P 500 companies have beaten revenue estimates to date for Q4 - far below the 5-year average of 69%

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3) China’s infrastructure boom: In just three years, China used more cement than the U.S. did in a century. Old chart/data but WOW!

4) The wealthy dominate spending in US: “The wealthiest 10% of American households—those making more than $250,000 a year, are now responsible for almost half of all US consumer spending”.

Not a very healthy looking chart, as such concentration of wealth in a small group of people creates economic fragility and societal divides.

5) Europe’s turn to the hard right: The average vote share of hard-right parties has hit 24%, surpassing WWII-era highs. AfD - Germany’s hard right political party just became the second-largest party with 20.8% of the vote in recent elections.